Original filing (PDF)20241129074426NAL0018826098001

OHIO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS

Name: OHIO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS — OHIO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: OHIO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS

Form 5500-SF

FILING_RECEIVED

OHIO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHIO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS.

Plan sponsor

Name

OHIO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS

EIN

31-0912286

Address

8050 N HIGH ST · COLUMBUS, OH · 43235

Phone

(614) 431-9116

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2024-11-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

DAYTON REGION MANUFACTURER

DAYTON REGION MANUFACTURER SOCA BENEFIT PLAN

OHIO COUNCIL FOR HOME CARE

OHIO COUNCIL FOR HOME CARE SOCA BENEFIT PLAN

RBFO 2023 LLC

RBFO 2023 LLC CBS BENEFIT PLAN

BETTER BY DESIGN LLC

BETTER BY DESIGN LLC MCF BENEFIT PLAN

AIG PROPERTY MANAGEMENT

AIG PROPERTY MANAGEMENT SOCA BENEFIT PLAN